Filed September 19, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,719 | $84,695-30.7% | $73,843-20.5% | $125,391-53.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.57% | 3123.53%-3123.0pp | 2267.84%-2267.3pp | 282.22%-281.7pp |
| Employer contribution / active EE | $2,905 | $3,123-7.0% | $2,787+4.2% | $4,866-40.3% |
| Participant deferral / active EE | $7,370 | $3,992+84.6% | $3,583+105.7% | $5,352+37.7% |
| Admin fee / account holder | $1,486 | $5,691-73.9% | $4,880-69.6% | $9,540-84.4% |